Paul David Smith

• Clifton Wealth Partnership Ltd

  FRN 541273

  • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 29 Aug 2025)
  • [FCA CF] Client dealing (since 29 Aug 2025)
• The Wealth Management Group LLP (no longer approved here)

  FRN 467903

  • CF30 Customer (12 Nov 2013 to 2 Oct 2017)
• Watson Buckle Wealth Management Limited (no longer approved here)

  FRN 490073

  • (12)Employed By (7 Mar 2012 to 31 Oct 2013)
• PERSPECTIVE (SOUTH EAST) LIMITED (no longer approved here)

  FRN 178690

  • CF30 Customer (17 Apr 2009 to 30 Dec 2010)
• Evelyn Partners Securities (no longer approved here)

  FRN 124255

  • CF24 Pension Transfer Specialist (23 Feb 2005 to 18 Apr 2006)
  • CF21 Investment Adviser (23 Feb 2005 to 18 Apr 2006)
• Evelyn Partners Financial Planning Limited (no longer approved here)

  FRN 136414

  • CF22 Investment Adviser (Trainee) (12 Jan 2004 to 8 Dec 2004)
• SKIPTON FINANCIAL SERVICES LIMITED (no longer approved here)

  FRN 100013

  • CF22 Investment Adviser (Trainee) (21 Feb 2003 to 4 Dec 2003)

No changes recorded yet.